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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,813 | $136,860-88.4% | $120,344-86.9% | $154,746-89.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 278.73% | 21.38%+257.4pp | 20.30%+258.4pp | 172.34%+106.4pp |
| Employer contribution / active EE | $2,146 | $3,533-39.3% | $3,020-28.9% | $4,379-51.0% |
| Participant deferral / active EE | $2,604 | $5,793-55.0% | $5,135-49.3% | $6,730-61.3% |
| Admin fee / account holder | $914 | $15,393-94.1% | $12,742-92.8% | $14,365-93.6% |